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Alluvium Global Fund's investment thesis on Charter ($CHTR) — Q4 2025 | Buyside Digest

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$CHTRNASDAQCharter

BULL

Alluvium Global Fund—CHTR

Fund Letter

Q4 2025

Published January 23, 2026

View Fund Profile

$156.23USD

+2.8% vs last month

$206.12Pitched

-24.2% since pitch

Market Cap$21.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Conventum - Alluvium Global Fund returned -1.1% in EUR terms for Q4 2025, wrapping up a flat year (-0.1% EUR) that underperformed the broader MSCI World Index. Detractors included Robert...

— Stuart Pearce, Alexis Delloye

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What other investors think about $CHTR, and what else Alluvium Global Fund is buying.

Other pitches on $CHTR

Other investors who've written on Charter

Alluvium Global FundBULL

Pitched Mar 1, 2025

Charter's latest full-year results showed robust underlying subscriber trends, specifically boasting a high customer retention rate after the expiration of subsidy programs. The fund remains...

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